Thomas
Heald
Eads & Heald Wealth Management
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About this Advisor
Thomas Heald is a chartered financial analyst operating in Atlanta, Georgia with 21 years of relevant experience. Heald currently works for Eads & Heald Wealth Management. They have been employed by Eads & Heald Wealth Management for the entirety of their career. Heald has a Series 65 license, certifying them as an investment advisor representative, and can work in Georgia, North Carolina and Texas. Eads & Heald Wealth Management is a company based out of Atlanta, GA. It administers $236 million in total assets between its 307 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 307 customer accounts, 46% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the financial services provided. However, fees charged by Eads & Heald Wealth Management can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eads & Heald Wealth Management Brokerage Details
$235,611,728
6
307
$767,465
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Heald Work History
Thomas has been registered as a financial advisor for 21 years.*
Eads & Heald Investment Counsel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Heald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eads & Heald Wealth Management
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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